BETA

STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-06
IRS object ID
202011589349100401
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-06T08:29:09-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223454611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capital Enhancement LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125 Independence BLVD STE 101AddressLine1Txt
CityWarrenCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223755887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Stuart S Flamberg FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 Tanglewood CourtAddressLine1Txt
CityColts NeckCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07722ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStuart S FlambergPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,701,316FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,338DividendsNetInvstIncmAmt
Dividends Adj Net Incm$48,338DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$271,154NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,233,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$271,154CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$271,154NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$319,492TotalRevAndExpnssAmt
Total Net Invst Incm$319,492TotalNetInvstIncmAmt
Total Adj Net Incm$319,492TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,400AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Taxes Dsbrs Chrtbl$3,543TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,226OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,226OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$29,226OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$30,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,626TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$30,626TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,943TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,626TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$30,626TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$34,943TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$258,866ExcessRevenueOverExpensesAmt
Net Investment Income$288,866NetInvestmentIncomeAmt
Adjusted Net Income$288,866AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$911,685CorporateStockBOYAmt
Corporate Stock EOY$1,701,316CorporateStockEOYAmt
Corporate Stock EOYFMV$1,701,316CorporateStockEOYFMVAmt
Total Assets BOY$911,685TotalAssetsBOYAmt
Total Assets EOY$1,701,316TotalAssetsEOYAmt
Total Assets EOYFMV$1,701,316TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$911,685CapitalStockBOYAmt
Capital Stock EOY$1,701,316CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$911,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,701,316TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$911,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,701,316TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$911,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$258,866ExcessRevenueOverExpensesAmt
Other Increases$530,765OtherIncreasesAmt
Subtotal$1,701,316SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,701,316TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySchwabPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2019-01-01SoldDt
Gross Sales Price$3,233,983GrossSalesPriceAmt
Cost Or Other Basis$2,962,829CostOrOtherBasisAmt
Gain Or Loss$271,154GainOrLossAmt
Gains Minus Excess Or Losses$271,154GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$271,154CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$271,154NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,082AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,010,905NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03866DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,736AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$819,182NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03020DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$514,565NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03012DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$429,063NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03846DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$294,695NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02545DistributionYr5Rt
Total Distribution0.162885TotalDistributionRt
Average Distribution0.032577AverageDistributionRt
Net Vl Noncharitable Assets$1,296,014NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,220AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,889NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,109AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,943QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,777InvestmentIncomeExciseTaxAmt
Subtotal$5,777SubtotalAmt
Tax Based On Investment Income$5,777TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$134EsPenaltyAmt
Tax Due$5,911TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Stuart S FlambergBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9084847700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 Tanglewood CourtAddressLine1Txt
CityColts NeckCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07722ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12019UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Stuart S Flamberg
5 Tanglewood CourtColts NeckNJ07722Trustee0.00$0
Mark A Competiello
444 Kissel AvenueStaten IslandNY10301Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,315,750AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,315,750TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,315,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,296,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,801MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,801MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,777TaxBasedOnInvestmentIncomeAmt
Total Tax$5,777TotalTaxAmt
Distributable Before Adj$59,024DistributableBeforeAdjAmt
Distributable Before Ded$59,024DistributableBeforeDedAmt
Distributable As Adjusted$59,024DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,943ExpensesAndContributionsAmt
Qualifying Distributions$34,943QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,943AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,024DistributableAsAdjustedAmt
Undistributed Income PY$37,636UndistributedIncomePYAmt
Qualifying Distributions$34,943QualifyingDistributionsAmt
Applied To Year1$34,943AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Taxable2$2,693Taxable2Amt
Undistributed Income CY$59,024UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD Jewish Center
14 South Holmdel RoadHolmdelNJ07733CharityPCGeneral purposes$11,500
Notre Dame Academy of Staten Island
78-78 Howard AveStaten IslandNY10301CharityPCGeneral purposes$1,000
Cancer Research Institute
55 BroadwayNew YorkNY10006CharityPCGeneral purposes$1,000
Flatbush Jewish Center
327 E 5th StreetBrooklynNY11218CharityPCGeneral Purposes$500
Home of the Sages of Israel
25 Willett StNew YorkNY10002CharityPCGeneral Purposes$500
St Hubert's
575 Woodland AveMadisonNJ07940CharityPCGeneral Purposes$5,000
Make a Wish
1347 Perrineville RdMonroe TwpNJ08831CharityPCGeneral Purposes$1,000
Fulfill Foodbank
3300 NJ-66Neptune CityNJ07753CharityPCGeneral Purposes$1,000
United Way of Monmouth Cty
1415 Wyckoff RdFarmingdaleNJ07727CharityPCGeneral purposes$1,000
Lustgarten Foundation
425 Crossways Park DrWoodburyNY11797CharityPCGeneral purposes$1,000
Monmouth County SPCA
260 Wall StreetEatontownNJ07724CharityPCGeneral purposes$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,338RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$271,154RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$319,492RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$319,492TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Adjusted Net Income$1,400AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in asset valuesDesc
Amt$530,765Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Disbursements Charitable Prps$3,543DisbursementsCharitablePrpsAmt

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